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Welcome to the ProjectSight Idea Portal

Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

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PS Web App & Platform

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Ability to format contracts (indent, bullet points, bold, etc)

It is important to organize and format contracts, indents, bold text, etc do not copy over from word.
Kenani over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Form and field attributes

it would be useful is forms can be added on a project admin level and not just a portfolio admin. Along with editing field attributes and adjusting what each form needs.
Guest over 2 years ago in PS Web App & Platform / Forms 0

When exporting a project and receiving the download email there is no expiration date in the email.

Client had exported their project and waited over 7 days to download with the link. A message came down that the link had expired in 7 days. We should include an expiration date in the download link email, so clients are aware.
William Atchison over 2 years ago in PS Web App & Platform / Portfolios 0

Requirement for Contracts

Currently you can create a Contract without putting in any SOV Line Items. It would great if you can make SOV Line Items required from within Field Attributes.
Hunter Dickerson over 2 years ago in PS Web App & Platform 0

Ability to edit record data directly in the list view

This is a similar request to PSW-I-27 (https://projectsight.ideas.aha.io/ideas/PSW-I-27) (batch editing), but it would be nice to have the ability to edit data directly in the list view.
James Vandezande over 4 years ago in PS Web App & Platform / Document Control 0

Would be good to have general contract and subcontract templates built in similar to AIA forms

No description provided
Guest over 4 years ago in PS Web App & Platform 0

Notifications to be sent based on Status change and security category

Enhancement description: Notifications to be sent based on Status change and security category. for example: "Security category A" want to receive a notification if the record changes to "Open" only, however, "Security category B" wants to receive...
Guest over 4 years ago in PS Web App & Platform / Notifications 0

Distribution Groups visible in User View

Currently, the only way to see if an individual is in a certain distribution group is to search the specific distribution group. It would be helpful if, in the user list, you could see what distribution groups an individual is part of.
Guest over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Previous PO Balance - Update online help

Please update some additional information around the Previous PO Balance field under the General Invoices area to clarify what the balance represents and why it may change. The below is how we explained it to a customer for reference: The Previous...
Guest over 2 years ago in PS Web App & Platform / Help 0 Planned

Need a Profile Level File Library to store Corporate Information, Procedures, etc..

The Profile level file repository will have the "User Guides" for everyone who gets access to any project in the portfolio. Also restricted access so we can store Company Level Policies and Procedures.
Benjamin Crosby over 4 years ago in PS Web App & Platform / File Library 0